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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-01-16 |
| WA | RA | APPROVED | 2025-01-16 |
Branch Locations
835 N Post Street, Suite 203, Spokane, WA 99201 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | N/A | WA | 04/2016 | 09/2016 |
| Department Of Defense Education Activity | Fort Benning | GA | 09/2016 | 12/2016 |
| Glock, Inc. | Greenville | SC | 12/2016 | 07/2017 |
| N/A | N/A | GA | 07/2017 | 02/2018 |
| National Infantry Association | Columbus | GA | 02/2018 | 07/2018 |
| Lpl Financial, Llc | Spokane | WA | 01/2015 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 01/2025 | Present |
| Hub International, Inc. | Chicago | IL | 02/2024 | Present |
1. 9/14/2018 - Longbow Financial Services, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/21/2018 - 40 Hours Per Month/2 Hours During Securities Trading - Time Spent 25%. 2. 10/10/2022 - Gonzaga University - Not Investment Related - 502 E Boone Ave, Spokane, WA 99258 - Outside/W-2 Employment - Adjunct Professor - Start Date - 10/14/2022 - 12 Hours Per Month/0 Hours During Securities Trading 3. 09/29/2023 - Outside/W-2 Employment - Travel Agent - Not Investment Related - Home Based - Start Date 05/01/2023 - 1 Hour Per Month/0 Hours During Trading 4. 02/28/2024 - Hub International - Other - Hub International - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 12/04/2023 - 100 Hours Per Month/ During Trading 5. 04/05/2024 - Hub Retirement and Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/04/2023 - 80 Hours Per Month/ During Trading 6. 01/16/2025 - Hub retirement and wealth management - Investment Related - Registered Investment Advisor DBA -At Reported Business Location(s)- Start Date:10/10/2024 -0 Hrs/Mth - 0 Hrs During Trading. 7. 01/16/2025 - Global Retirement Partners - Investment Related -Registered Investment Advisor Hybrid - At Reported Business Location(s)- Start Date:01/16/2025 - 160 Hrs/Mth - 0 Hrs During Trading.I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 01/16/2025 - Longbow Financial Services, a HUB International Company - Investment Related -Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:01/16/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 9. 07/13/2026 - Abacus Ventures - Business Owner - Not Investment Related - Spokane, WA - Start Date 11/18/2025 - 40 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-11 |
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